Company Performance Metrics
Brendan Shanks: Chief Executive Officer & Board Member
Around 15 million consumers in the UK
need inexpensive help to plan their savings
and pension requirements around the
benefits supplied to them by their
employer. This has created a market
opportunity for a low-cost, web-based
guidance tool for individuals who currently
receive no professional help with their
savings and investments and who
will soon
be prompted by their employers to think
about this aspect of their lives.
Financial SatNav intends to satisfy this need
with its unique Software as a Service
product, which automates and links
together the early stages of the benefits,
savings and pension planning process. Our
online “dashboard” tool guides the
employee using techniques and fact finding
which are similar to those employed in a
professional face-to-face investment and
pension review. It does this without
requiring the user to have any knowledge
of the financial sector or of investment
theory.
